Setting General Transaction Preferences
Users with the Administrator role can set up general transaction preferences for the account at Setup > Company > General Preferences.
Any changes you make to general preferences are saved in system notes. For more information, see Searching System Notes.
For many preferences you set at the company level, users can override this preference at Home > Set Preferences. If you don't want users to override particular preferences, on the Overriding Preferences subtab, clear the Allow Override box for each preference.
|
Preference |
Description |
|---|---|
|
Email Employee on Approvals |
Check this box to automatically send email messages to employees when their supervisors approve purchase requests, expense reports, and time transactions. |
|
Collapse VSOE Column by Default on Sales Transactions |
Check this box to collapse the VSOE column for sales transactions such as sales orders, invoices, and cash sales. |
|
Show Transaction Numbering Setup |
Check this box to display the Transaction Numbers subtab at Setup > Company > Auto-Generated Numbers. Auto-generated numbers for transaction records are internal numbers that cannot be overwritten. These are unique, gapless numbers that are generated when transaction records are created. This box also affects Global search results. When checked, searching for a number returns both document number and transaction number. When cleared, if searches only document numbers. To set up internal transaction numbers, this box must be checked. By default, it's not checked. For more information about transaction numbers, see Auto-Generated Transaction Numbers. For details about auto-generated numbering, see Set Auto-Generated Numbers. |
|
Create Automatic Memorized Transactions as -System- |
Check this box to list the user who created a memorized transaction as -System- when NetSuite creates it. Clear this box to list the last user who edited the memorized transaction definition when NetSuite creates it.
Note:
The last user to update the memorized transaction definition is shown in the memorized transaction definition. This box isn't checked by default on new accounts.
Note:
When set, this preference doesn't support server-side scripting. If you want to use server-side scripting and SuiteFlow on transactions, clear this box. Changes to this preference take effect when you create or edit and save a memorized transaction definition For more information about memorized transactions and definitions, see Memorized Transactions. |